Naviter Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
144,160
+5,320
| +4% | +$138K | 0.46% | 47 |
|
|
2025
Q1 | $3.48M | Buy |
138,840
+530
| +0.4% | +$13.3K | 0.42% | 59 |
|
|
2024
Q4 | $2.93M | Sell |
138,310
-17,340
| -11% | -$367K | 0.35% | 72 |
|
|
2024
Q3 | $3.01M | Buy |
155,650
+9,755
| +7% | +$188K | 0.42% | 60 |
|
|
2024
Q2 | $2.48M | Buy |
145,895
+18,370
| +14% | +$312K | 0.37% | 76 |
|
|
2024
Q1 | $2.19M | Buy |
127,525
+18,000
| +16% | +$309K | 0.36% | 75 |
|
|
2023
Q4 | $2.07M | Buy |
109,525
+22,930
| +26% | +$434K | 0.42% | 64 |
|
|
2023
Q3 | $1.43M | Buy |
86,595
+8,055
| +10% | +$133K | 0.34% | 74 |
|
|
2023
Q2 | $1.41M | Buy |
78,540
+8,050
| +11% | +$145K | 0.36% | 72 |
|
|
2023
Q1 | $1.28M | Buy |
70,490
+3,120
| +5% | +$56.6K | 0.45% | 55 |
|
|
2022
Q4 | $1.2M | Buy |
67,370
+5,515
| +9% | +$98.5K | 0.33% | 72 |
|
|
2022
Q3 | $792K | Buy |
61,855
+6,375
| +11% | +$81.6K | 0.32% | 75 |
|
|
2022
Q2 | $907K | Buy |
+55,480
| New | +$907K | 0.37% | 59 |
|